Browsing Tag
401(k)
3590 posts
A 401(k) is an employer-sponsored retirement savings plan that allows employees to contribute a portion of their pre-tax or after-tax income towards retirement. These contributions are then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Top 5 Providers Favored By Small, Mid-Sized 401(k) Plans
The small and mid-market is where it’s at, demonstrating growth potential and an “intent to act,” according to a…
July 24, 2018
SEC Issues Risk Alert on Best Execution: Drinker Biddle
The risk alert identifies common deficiencies relating to advisors’ compliance with their best execution obligations under the Investment Advisers Act of 1940.
July 24, 2018
Why the Resurgence in Fee-Focused 401(k) Litigation?
After a few years of decline, litigation involving 401k plans “has surged again recently,” according to a study…
July 23, 2018
How to Measure 401(k) Plan Effectiveness
Retirement Plan Success starts with tracking key metrics like participation, contribution, and readiness to boost employee satisfaction.
July 23, 2018
5 Traits of Highly Successful Advisors
How do top performers build and run their practice to create greater value for their clients and their…
July 23, 2018
Why State-Run Retirement Plans Are Bad
Conservative scholar and retirement-crisis contrarian Andrew Biggs took to the pages of The Washington Post to decry government-sponsored…
July 22, 2018
5 Cheap and Beautiful Destinations for Retiree Living
Internationalliving.com is out with a list of beautiful and cheap (cheaply beautiful?) locales for retirees to consider. It’s…
July 20, 2018
Millennials Worry About Investing After Witnessing Economic Woes
Bearing witness to various financial crises during their lifetime, Millennials are put off and reluctant to invest. While…
July 19, 2018
Shocked! (Not): Advisors Help 401(k) Participants Feel More Confident
Color us not at all surprised; Americans with a financial advisor feel better and do better with spending…
July 19, 2018
Employers Are Responding to Employees’ Demand for …
Employee financial stress affects focus, health, and productivity—prompting employers to offer targeted financial education.
July 18, 2018